Using Visual Indicators

Indicators are a special type of user-defined field (UDF) that enable you or other users to select icons (such as "", "", "", and "") to display as values in columns to highlight specific activities, activity steps, activity resource assignments, documents, projects, resources, risks, WBS elements, expenses, and issues.

To configure and apply user-defined indicators:

  1. On the "" Navigation Menu, expand "" Administration and click Enterprise Data.
  2. On the Enterprise Data page, expand a group and select a UDF entry.

    For example, expand Activities and click Activity UDFs.

  3. On the UDFs page:
    1. Click "" Add.
    2. Enter a name for the UDF and then select Indicator from the Data Type list.
    3. Click Save.
  4. Navigate to the page where you want to display the color-coded indicator field, such as Activities, EPS, or Risks, and add the indicator field to the table. Depending on the page, click "" Customize View.
  5. In the Indicator field, select a color-coded visual indicator from the list.
  6. Click Save.